Thorough financial planning is essential for long-term stability, covering key areas such as liquidity management, tax efficiency, retirement preparedness, and estate planning. A carefully designed investment plan provides clarity, discipline, and alignment with financial goals. Additionally, alternative investments—particularly private credit—offer attractive diversification and potential for enhanced returns beyond traditional asset classes.
KOVITZ EVENTS
Register to Attend This Dinner Seminar at Eddie Merlot's in Bloomfield Hills, MI
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THURSDAY, JULY 10
Strategic Financial Planning: Looking Past Traditional Investments
Optimizing your Financial Future
Join us at Eddie Merlot's in Bloomfield Hills, MI for an exclusive discussion designed for individuals, families, and business owners who are looking to be more intentional and strategic with their portfolio.
Topics we will cover:
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The importance of comprehensive financial planning, including aspects such as liquidity, tax, retirement, and estate planning
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Benefits of having a well-structured investment plan
- Advantages of alternative investments, with a focus on private credit.
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DATE & TIME
Thursday, July 10, 2025 · 6:30pm - 8:30pm ET
LOCATION
Eddie Merlot's37000 Woodward Ave.
Bloomfield Hills, MI 48304
Get Directions
Meet your Presenters
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Thomas Munoz
Financial Life Advisor
Thomas joined the Telemus team at the end of 2019. As a Financial Life Advisor, Thomas seeks to develop investment, insurance, and planning solutions that are tailored to the unique needs of each respective client. Thomas helps develop and construct in-depth financial plans for high net worth individuals, business owners, and families. Furthermore, Thomas is an advisor on his respective teams who assist with account analysis, portfolio construction, financial plan design, and the overall client experience.
Thomas is a 2018 graduate of Central Michigan University, where he majored in Personal Financial Planning. He has since earned his Series 7 and 66 licenses and Life Accident and Health and Variable Life and Annuities insurance licenses. Thomas is preparing to take the Certified Financial Planner (CFP) exam in the near future. He previously worked for AXA Advisors, LLC. When he’s not at work, Thomas enjoys traveling, reading, new restaurants, golf, hockey and all things Detroit sports.
Adam Pawloski, CFP®
Financial Life Advisor
As the son of a banker and a social worker, Adam came to realize that fulfillment comes from helping others reach their financial goals.
Adam has been a member of the Telemus team since 2015. As a Financial Life Advisor, Adam helps his clients by providing strategy and financial guidance. Adam is a CERTIFIED FINANCIAL PLANNER™ and a licensed insurance agent, which allows him to utilize a holistic planning approach while working with a diverse set of clientele.
After graduating from the University of Michigan – Dearborn with a degree in Business Management, Adam spent 8 years at Raymond James & Associate where he mastered account transfers, client support, and provided financial advice to clients.
In his spare time, Adam enjoys cooking and visiting new places with his wife Victoria and their golden retriever Lincoln. When he’s at home in the Detroit area, Adam can usually be found in an ice rink or on the golf course.
Adam has been a member of the Telemus team since 2015. As a Financial Life Advisor, Adam helps his clients by providing strategy and financial guidance. Adam is a CERTIFIED FINANCIAL PLANNER™ and a licensed insurance agent, which allows him to utilize a holistic planning approach while working with a diverse set of clientele.
After graduating from the University of Michigan – Dearborn with a degree in Business Management, Adam spent 8 years at Raymond James & Associate where he mastered account transfers, client support, and provided financial advice to clients.
In his spare time, Adam enjoys cooking and visiting new places with his wife Victoria and their golden retriever Lincoln. When he’s at home in the Detroit area, Adam can usually be found in an ice rink or on the golf course.
